John Ryan Simmons
Professional Summary
John Ryan Simmons, who also goes by Jack Simmons, is a registered financial advisor currently at MORRIS GROUP ADVISORY SERVICE, INC located in Indianapolis, Indiana and MORRIS GROUP, INC. located in Indianapolis, Indiana. John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. John has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 6 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John Ryan Simmons, Jack Simmons
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Videos & Posts
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
24 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
MORRIS GROUP ADVISORY SERVICE, INC
Contact Information
Main Address
8445 Keystone Crossing Ste 240, Indianapolis, IN 46240Phone Number
(317) 217-5440# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
91AUM (Assets Under Management)
$18,600,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(2/25/2002)
(3/2/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2002About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Apr 2012About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view John Ryan Simmons's CRS (Customer Relationship Summary).
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